When the broader markets catch a cold the BDC sector sneezes, as this week proves again. Otherwise very little news but plenty to discuss where BDC portfolio companies credit troubles are concerned.
A BDC winning streak comes to an end this week, but the market remains buoyant nine months into the year. Little in the way of major developments to report, but credit continues to be a source of concern “maybe not today, maybe not tomorrow, but soon”.
In a week where BDC stocks moved up to break new 2019 records – which we discuss at length – the BDC Reporter looks down the road at the growing and changing nature of the sector.
In the span of a few weeks, BDC sector prices have gone from sleepy to rally. We discuss the possible reasons why and offer our own view as to whether this is merited based on the BDC Reporter’s proprietary research.
There was a paucity of news affecting the BDC sector in the week ended September but developments out of the SEC could change price dynamics.
The BDC sector moved upward on the week, following the major indices renewed optimism. The BDC Reporter, though, shares its concerns about what might happen in the remainder of 2019 and into 2020.
The broad market indices bobbed around in the week and the BDC sector followed suit. We discuss two BDCs that did well, and four that did not and project out how the rest of the year is likely to play out.
A bad week for the major stock market indices affected the BDC sector just beginning its earnings season, but has anything essential changed ?
Over recent weeks, the BDC sector has been headed nowhere. The BDC Reporter, though, reminds readers why eternal vigilance is necessary, drawing from a decade of experience, and what cause cause a market moving change to occur.
A weaker week for the markets and the BDC sector. We discuss both the week’s individual BDC winner and losers, while keeping an eye on earnings season right round the corner.
Notwithstanding a quiet, holiday shortened week, BDC common stock prices reached a new 2019 milestone.
A mid-summer doldrums week for the BDC sector as a group, but a big development at a smaller sized BDC keeps things interesting.
A wonderful week for the broad indices was not reflected in what happened to the BDC sector. We review the softness in BDC price trends despite 3 weeks of an up market and the possible reasons.
BDC sector prices outpace the major indices, now up for two weeks in a row. However, negative factors – including lower rates and credit problems – remain. Does the upsurge continue regardless ?
The BDC sector followed – at a distance – the move upward by the major indices. That’s all well and good, but there are a couple of dark clouds on the horizon which may rain on this parade in the near-future.
The BDC sector joined the broader market rout, ending the 5 month long BDC rally. Besides the battle over tariffs, there are other threats to the sector, as we discuss.
The BDC sector is holding up better than the major indices this week, but there are cracks beginning to show.
Another week where the BDC sector does nothing much. We discuss two possible threats at the periphery that might end this period of calm.
The BDC common stock sector takes a step backwards after a busy week.
The BDC common stock sector has a good week where prices are concerned but the BDC Reporter places the uptick in a longer term context.
